WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$11.4M
3
+$5.97M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.29M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.24M

Top Sells

1
+$1.61M
2
+$508K
3
+$402K
4
GLD icon
SPDR Gold Trust
GLD
+$400K
5
WELL icon
Welltower
WELL
+$386K

Sector Composition

1 Technology 11.21%
2 Financials 6.22%
3 Healthcare 5.87%
4 Industrials 4.02%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$0 ﹤0.01%
12
2577
$0 ﹤0.01%
91
2578
– –
-125
2579
– –
-346
2580
$0 ﹤0.01%
3
2581
– –
-514
2582
$0 ﹤0.01%
+8
2583
$0 ﹤0.01%
6
2584
$0 ﹤0.01%
16
2585
$0 ﹤0.01%
19
-90
2586
– –
-1,000
2587
– –
-461
2588
$0 ﹤0.01%
9
-9
2589
– –
-20
2590
$0 ﹤0.01%
7
2591
– –
-35
2592
$0 ﹤0.01%
4
2593
– –
-25
2594
$0 ﹤0.01%
11
2595
$0 ﹤0.01%
+4
2596
– –
-20
2597
$0 ﹤0.01%
7
2598
$0 ﹤0.01%
8
2599
$0 ﹤0.01%
4
2600
$0 ﹤0.01%
31
102 103
104
105 106